Lisa Heffernan
West Warwick,RI
Summary
Enthusiastic Property Portfolio Manager seeks a full-time REMOTE position, some travel is negotiable. The ideal position would allow for utilization of my extensive knowledge in residential, and commercial management. I am eager to contribute to the success of a team by providing solid morals, prestigious work ethic, and leadership skills to assist with paving the path to success. I bring a clear understanding of numerous sectors of conventional to affordable program compliance. Through leadership, by setting a positive example, the ability to educate others to grow to their highest potential.
Additional skills and accomplishments include becoming the youngest Executive Director of a R.I. Housing Authority. Being awarded Community Block grants to fund replacement/repair of several public housing building’s chimneys, the purchase of a passenger van to assist low-income residents to travel to meet daily living needs trips through Community Block Grant. Worked in conjunction with the Newport Housing Authority with a $94,000,000 dollar HOPE VI grand. Involved from demolition to the full responsibility of overseeing mapping and leading a leasing team to meet LIHTC deadlines, layer by multiple additional restricted programs for multiphase community historical, Newport, RI. Most recently, discovered, and executed the gain of $75,000 in overlooked Federal subsidy funds.
Overview
15
15
years of professional experience
10
10
Certification
Work History
Portfolio Manager Affordable Housing
Maloney Properties, Inc.
Woonsocket, RI
07.2019 - Current
- Ensure staff and properties remain in compliance with the property regulatory agreements, the Federal Fair Housing Act Policies, Tenant Selection Plans, ADA, Section 504 Reasonable Accommodations, & AFHMP.
- Oversee properties remain in compliance with Federal and State programs; LIHCT, HUD, 811 Demo PRA, 811 PRAC, NOP, PBS8, HCV, NAU Rule, and 140% income rules.
- Extensive knowledge of HUD 4350.3, TRACS, EIV, LIHTC income limits, rent & utility allowances calculations.
- Maintain a good working relationship with Federal and State monitoring agencies. Prepare & respond to MOR, REAC, Syndicator audits, and inspections.
- Carried out day-day-day duties accurately and efficiently
- Led projects and analyzed data to identify opportunities for additional revenue
- Actively listen to customers' requests, confirming full understanding before addressing concerns
- Used critical thinking to break down problems, evaluate solutions and make decisions
- Improved operations through consistent hard work and dedication
Compliance Specialist of Affordable Housing
Schochet Associates
Braintree, MA
02.2019 - 07.2019
- Audit initial qualifications criteria, and annual certifications for LIHTC with layered subsidy programs.
- Oversee properties remain in compliance with HUD's EIV Program.
- Resolve EIV income discrepancies for numerous properties.
- Work with property staffing with housing assistance payments and TRACS.
Property Manager
USGR
Tacoma, WA
01.2017 - 10.2018
- Performed day-to-day operations of a historic grand hotel rehab serving as a high rise of 200 units LIHTC units. 88% of units layered with Project-Based Section 8. The remaining 12% of units may include subsidies by local housing authorities or DISH/HEN program.
- Market and oversee daily operations of 13 commercial retail spaces.
- Perform LIHTC and HUD certifications of eligibility.
- Oversee staff of 6 administrative and maintenance.
- Work with lease-up of sister property of LIHTC vacancies restricted to elderly and disabled applicants.
HUD Housing Specialist
Navos Mental Health Wellness Center
Burien, WA
04.2016 - 02.2017
- Explained rental and housing regulations to clients and case managers in discovering suitable housing for clients.
- Met with housing residents to perform income eligibility for housing assistance programs offered, answer questions, address concerns and clarify policies and procedures.
- Responsible for six 6 properties of various eligibility criteria.
- Screen and interview prospective residents in partnership with case management; continue in accordance with program policies and enter into lease contracts and complete move-in paperwork with residents.
- Compute resident rents and process initial certifications, interim certifications, and annual certifications.
- Facilitate change of household circumstances of current tenants.
- Facilitate all move-out procedures including move-out inspections, deposit notifications, etc.
- Maintain individual tenant files of household eligibility information.
- Keep updated information in software systems
- Update accounting and software for changes in lease or rent
- Resident relations include completely and thoroughly responding to resident issues and concerns.
- Prepare and facilitate distribution of subsidy termination notices, tenancy termination warning notices, tenancy termination notices, and other legal notices.
- Facilitate evictions, representing Navos at hearings or court proceedings.
- Run monthly EIV reports and be responsible for all EIV compliance.
Assist in preparation of REAC inspections of HUD properties. - Monitor and enforce agency compliance with subsidy policies and procedures.
Education
Some College (No Degree) - Accounting And Finance
Nasson Institute of
Rhode IslandSkills
- Tax Credit Specialist
- HUD Specialist
- Analytical and Critical Thinking
- Yardi Software Proficiency
- Bostonpost Software Knowledge
- Teamwork and Collaboration
- Attention to Detail
- Decision Making
- Self-Motivated
- Dependable and Responsible
Certification
Certified Finance Specialist (CFS)
• LIHTC Certified in RI and WA State
• LIHTC C3P Certified
• Certified Property Manager (CPM)
• Reasonable Accommodations (504 Compliance)
• EEO Law & Diversity
• Zero Based Budgeting
• Crisis Intervention in Housing
• Public Housing Manager (PHM)
• Accredited Real Estate Manager (ARM)
• International Old English Bulldogge Association
• Citizens Police Academy RI
• Clearance by SD Lottery Commission
• Clearance by RI Lottery Commission
• Metropolitan Insurance Contracts
Timeline
Portfolio Manager Affordable Housing
Maloney Properties, Inc.
07.2019 - Current
Compliance Specialist of Affordable Housing
Schochet Associates
02.2019 - 07.2019
Property Manager
USGR
01.2017 - 10.2018
HUD Housing Specialist
Navos Mental Health Wellness Center
04.2016 - 02.2017
Some College (No Degree) - Accounting And Finance
Nasson Institute of
Certified Finance Specialist (CFS)
• LIHTC Certified in RI and WA State
• LIHTC C3P Certified
• Certified Property Manager (CPM)
• Reasonable Accommodations (504 Compliance)
• EEO Law & Diversity
• Zero Based Budgeting
• Crisis Intervention in Housing
• Public Housing Manager (PHM)
• Accredited Real Estate Manager (ARM)
• International Old English Bulldogge Association
• Citizens Police Academy RI
• Clearance by SD Lottery Commission
• Clearance by RI Lottery Commission
• Metropolitan Insurance Contracts
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